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Portfolio (Quarterly) Guide ↗

LANARK FINANCIAL, INC.

· CIK 0000791540
13F Portfolio $1.5B AUM 2,420 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 214 New 664 Added 693 Reduced 340 Exited
Page 28 of 35  ·  693 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 DNLI DENALI THERAPEUTICS INC Healthcare 938.0 $24K 0.00% -7K -87.7% $25.72 -1.4%
542 DMAR FIRST TR EXCHNG TRADED FD VI 525.0 $23K 0.00% -71.0 -11.9% $44.73 +1.5%
543 MKL MARKEL GROUP INC Financial Services 12.0 $23K 0.00% -2.0 -14.3% $1953.00 -7.5%
544 JMTG J P MORGAN EXCHANGE TRADED F 451.0 $23K 0.00% -47.0 -9.4% $50.76 -1.2%
545 EINC VANECK ETF TRUST 192.0 $23K 0.00% -6.0 -3.0% $119.20 +1.2%
546 RSPN INVESCO EXCHANGE TRADED FD T 357.0 $23K 0.00% -251.0 -41.3% $63.99 +0.1%
547 FBCG FIDELITY COVINGTON TRUST 366.0 $23K 0.00% -278.0 -43.2% $62.11 -0.5%
548 AIG AMERICAN INTL GROUP INC Financial Services 305.0 $23K 0.00% -40.0 -11.6% $74.53 +1.9%
549 IEO ISHARES TR 201.0 $22K 0.00% -524.0 -72.3% $109.83 +22.9%
550 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 256.0 $22K 0.00% -15.0 -5.5% $85.82 +3.9%
551 NU NU HLDGS LTD Financial Services 1,623.0 $22K 0.00% -1K -45.2% $13.36 +8.8%
552 ALB ALBEMARLE CORP Basic Materials 160.0 $22K 0.00% -2.0 -1.2% $135.03 -0.4%
553 SLYV SPDR SERIES TRUST 198.0 $22K 0.00% -50.0 -20.2% $109.11 +1.6%
554 GSG ISHARES S&P GSCI COMMODITY- Financial Services 755.0 $22K 0.00% -1K -65.2% $28.60 +16.9%
555 TECK TECK RESOURCES LTD Basic Materials 361.0 $21K 0.00% -3.0 -0.8% $59.46 +10.6%
556 WAT WATERS CORP Healthcare 57.0 $21K 0.00% -2.0 -3.4% $375.04 +10.9%
557 LEN LENNAR CORP Consumer Cyclical 226.0 $20K 0.00% -16.0 -6.6% $90.49 -3.1%
558 ZS ZSCALER INC Technology 144.0 $20K 0.00% -95.0 -39.8% $141.15 +31.6%
559 OC OWENS CORNING NEW Industrials 126.0 $20K 0.00% -95.0 -43.0% $158.95 -3.9%
560 CRUS CIRRUS LOGIC INC Technology 134.0 $20K 0.00% -13.0 -8.8% $148.53 -20.2%
Page 28 of 35  ·  693 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.2%
Financial Services 18.6%
Industrials 12.9%
Utilities 8.2%
Consumer Cyclical 7.7%
Healthcare 7.3%
Energy 6.0%
Communication Services 5.9%
Consumer Defensive 4.8%
Real Estate 2.8%